This guide contains instructions for integrating your Salesforce.com environment with the Paysafe payment gateway—using the Chargent payment processing plug-in.
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Paysafe, formerly known as Optimal Payments Netbanx, offers a full suite of credit and debit card functionality to meet all your card-processing needs. With a single integration you can process a complete range of card requests, including authorizations/purchases, settlements, refunds, card verifications, standalone credits, and more. All card payment requests are protected by Paysafe’s airtight risk- and fraud-management services.
Using the stepwise instructions in this guide, it’s easy to connect Salesforce to the Paysafe gateway with Chargent Payment Processing. Chargent has many features to offer, including automating and streamlining Salesforce payment processes, easy subscription management, click-to-charge buttons, payment request emails, and more.
Integrating Paysafe with Chargent gives you the ability to easily build a seamless process for completing payment for orders that you manage in Salesforce. The integration connects the Paysafe gateway directly to Salesforce. Chargent also supports Paysafe gateway tokenization for processing credit card payments. See Configuring Salesforce for Paysafe Integration for additional information on the gateways.
The first task is to get a sandbox / test account from Paysafe so that you can run test transactions from Salesforce. To being the process for obtaining a sandbox account, complete the form on the sign up page.
Upon approval, you’ll receive an email that contains these testing credentials:
Click the link in the email to go to the test login page:
Login with your username and temporary password, and then follow the prompts to change your password.
Need help? Contact Paysafe through the options given on their Support page.
On your first successful login, you’ll get a prompt to enter a permanent password of your own choosing. Take note of any restrictions on the required strength of the password.
NOTE: You must get each of these gateway credentials from Paysafe before moving on to the steps in the next section, Configuring Salesforce for Paysafe Integration.
Follow the steps below to configure Salesforce to integrate with Paysafe:
|Gateway Page Field||Value|
|Gateway Name||Enter an easily recognizable name for this gateway, such as “Paysafe Test”.|
|Merchant ID||Account Number|
|Merchant Reference||Store ID|
|Merchant Security Key||Store Password|
|Active||Check this box|
NOTE: An actual Paysafe Merchant Security Key is taken from your Paysafe introductory email message. See the section above, Get your Merchant Security Key.
This section contains the procedure for testing the integration that you set up according to the procedure given in Configuring Salesforce for Paysafe Integration, using your Paysafe sandbox credentials.
Follow the steps below to verify that the integration is correct.
See the figure to the right, which indicates Chargent Orders for the purpose of illustration. (If you installed the Chargent Opportunities or Cases package, you would use that object for testing).
|Card Type||Card Number||3D Secure Enabled||Issuing Country|
|Mastercard Debit (Maestro)||6277411477100000||YES||CA|
|Mastercard Debit (Maestro)||6277411477200002||X||CA|
|Mastercard Debit (Maestro)||5036150000001115||X||US|
|Mastercard Debit (Maestro)||5036160000001114||YES||US|
|Mastercard Debit (Maestro)||5573560100022200||YES||UK|
|Mastercard Debit (Maestro)||6759950000000162||X||UK|
See the figure below for the placement of these fields.
When Chargent is installed in a Salesforce Sandbox, transactions are always sent to the payment gateway's test / sandbox / development environment, regardless of whether Chargent's Test Endpoint checkbox is checked. This is done as a security precaution, to prevent real transactions from being accidentally sent from a Salesforce Sandbox.
When Chargent is installed in a production or developer Salesforce org, the Test Endpoint checkbox on the Gateway record will select between sending to the payment gateway's live and test environments. (There are a few exceptions, such as Stripe, which has a single endpoint to send transactions to, and different credentials for live versus test transactions).
If you wish to send live transactions from a Salesforce Sandbox, as a final step in testing, simply use Chargent's Endpoint Override field on the Gateway record, and enter the production endpoint of your chosen gateway there.
Here is the production endpoint URL for Chargent's integration with Paysafe :
Note that the full endpoint URL must be entered in the Endpoint Override field, and the domain must be present in the Remote Site Settings (for standard Chargent integrations it should be already present).
When a transaction occurs between Chargent and the Paysafe gateway, a new transaction record is created in Salesforce. The listing of transactions can be found in the Transaction section near the bottom of the Chargent Order page (or Opportunities or Cases, if you are using those packages). See the figure above.
On the order page, scroll down to that Transactions section and click a Transaction ID link to see the details, as shown in the figure below. This transaction record contains the entire set of data that Paysafe sends in its response, including transaction Type (Charge, Authorize, Refund or Void), the Response Status (Approved, Declined, Error), and any related approval or error messages.
The Gateway ID in the Chargent Transaction record in Salesforce will correspond to the Txn ID and Conf. No. in Paysafe Netbanx, for purposes of reconciliation.
You can compare the transaction records in Salesforce with the records in your Paysafe dashboard. Login to the Paysafe test portal and click the Account Statements link at the top. See the figure below.
Set the Start Date and End Date and click the Generate button.
Locate the transaction of interest in the listing, and click anywhere on the transaction row to see all details for that transaction.
This section contains the procedure for configuring the integration in a production system.
Production account: You’ll also need to register for a production account. When you’re ready, use the contact information in the enrollment email messages to work with Paysafe Support and obtain the same set of credentials (Account Number, Store ID, Store Password) for your production account.
NOTE: It’s important that you do not proceed here until the testing procedure described in Testing the Integration is successful.
Follow these steps to configure the production in Salesforce:
Void a transaction: If you’re using an actual credit card and want to prevent the charge from settling, remember to void the transaction after testing.